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Scott Holman, Financial Advisor

FINANCIAL ADVISOR
Scott A Holman Jr

CEPA®, AAMS™
34597 N 60th St Suite 108, Scottsdale, AZ 85266opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Divorce Finances

About Scott

Our Edward Jones Cave Creek/Scottsdale office believes it's important to invest our time up front to understand your goals and priorities before developing a strategy for you to invest your money. I work closely with you, your tax professional, attorneys and other professionals to help determine the most appropriate financial strategy for you. I primarily focus my practice on successful business owners and retirees, helping them achieve their financial goals.

I hold Series 7 and Series 66 registrations and life insurance licenses, and have obtained the AAMS™ and CEPA® designations. Professional designations expand industry knowledge so I can help clients...

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Arizona State UniversityBachelor of Science

Personal Interests

  • Golfing
  • Volunteering
  • Hiking
  • Snowboarding
  • Traveling

Team Members

  • Roberta Hanson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(480) 245-6577

Fax

(855) 751-8352

Office Address

34597 N 60th St Suite 108
Scottsdale, AZ 85266opens in a new window

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